帮主郑重：A股下周迎关键变局！3839点收官后，这两条主线决定胜负

Market Outlook - The market is expected to experience a "first suppression, then rise" pattern, indicating a potential upward trend after initial fluctuations [3] - Support from policies is significant, with the upcoming Fourth Plenary Session and the focus on technology innovation, new productivity, and high-end manufacturing as key areas [3] - Northbound capital has increased by nearly 500 billion compared to August, indicating that foreign investment is not withdrawing [3] Investment Focus - The first focus is on the technology growth sector, particularly the AI industry chain, with an emphasis on companies related to computing power and servers [4] - The second focus is on high-end manufacturing and resource products, with engineering machinery leaders showing improved performance and rising gross margins [4] Operational Recommendations - For investors with light positions, it is advisable to gradually build positions around the 3840-point mark, targeting the two main focus areas [5] - For those with heavy positions, it is recommended not to panic sell but to adjust the portfolio structure during rebounds [6]